Broderick Brian C decreased its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 55.4% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 5,286 shares of the healthcare conglomerate’s stock after selling 6,558 shares during the period. Broderick Brian C’s holdings in UnitedHealth Group were worth $1,430,000 at the end of the most recent quarter.
Other hedge funds have also recently made changes to their positions in the company. Sarver Vrooman Wealth Advisors bought a new stake in shares of UnitedHealth Group during the 4th quarter valued at about $25,000. Beacon Financial Strategies CORP bought a new position in shares of UnitedHealth Group during the 4th quarter worth approximately $26,000. Anfield Capital Management LLC grew its position in shares of UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after buying an additional 55 shares during the period. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group during the 4th quarter valued at $27,000. Finally, Nalls Sherbakoff Group LLC bought a new stake in UnitedHealth Group in the fourth quarter valued at $27,000. 87.86% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades
A number of equities analysts have recently issued reports on the stock. Bank of America increased their price objective on shares of UnitedHealth Group from $450.00 to $475.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, June 23rd. Truist Financial boosted their price objective on UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Jefferies Financial Group increased their target price on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a report on Monday, April 20th. Finally, Robert W. Baird upgraded shares of UnitedHealth Group from an “underperform” rating to a “neutral” rating and upped their price objective for the stock from $287.00 to $453.00 in a report on Thursday. Two research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $447.29.
Trending Headlines about UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth beat Q2 estimates on earnings and revenue, driven by improved margins and lower medical costs, and raised its 2026 profit outlook. UnitedHealth shares surge on strong earnings beat and guidance
- Positive Sentiment: Morgan Stanley, Oppenheimer, UBS, RBC, and other firms lifted price targets after the results, signaling stronger Street confidence in the stock’s recovery. Analyst price target updates
- Positive Sentiment: Management doubled the 2026 share repurchase target to at least $5 billion, which may help support EPS and investor returns. What’s Fueling UNH Stock’s Rally? A Bigger Buyback, Higher Guidance – And CEO Says Turnaround Is ‘Returning To Form’
- Neutral Sentiment: Commentary around the earnings call says Medicare Advantage and Optum are improving, but commercial cost pressures could delay a full margin recovery. UnitedHealth Q2 Earnings Call Focuses on Reset and Durable Growth
- Negative Sentiment: Some analysts remain cautious, with at least one downgrade noting that the turnaround still faces execution risk despite the stronger quarter. UnitedHealth Group Q2: The Real Test Begins Now (Downgrade)
UnitedHealth Group Stock Performance
Shares of UnitedHealth Group stock opened at $426.39 on Monday. The firm has a market capitalization of $387.23 billion, a P/E ratio of 27.44, a price-to-earnings-growth ratio of 1.67 and a beta of 0.62. The company has a current ratio of 0.78, a quick ratio of 0.80 and a debt-to-equity ratio of 0.66. The business’s fifty day simple moving average is $404.81 and its 200 day simple moving average is $342.37. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $461.62.
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.94 by $1.44. The firm had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business’s revenue was up .4% compared to the same quarter last year. During the same period last year, the firm posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 18.77 EPS for the current year.
UnitedHealth Group Increases Dividend
The business also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a $2.32 dividend. The ex-dividend date was Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. UnitedHealth Group’s dividend payout ratio is presently 59.72%.
Insider Activity
In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the sale, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.28% of the stock is currently owned by insiders.
UnitedHealth Group Company Profile
UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.
UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.
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